Universe · entity
PEAK FINANCIAL ADVISORS LLC
Institutional manager (13F) · CIK 1843309
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $218M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TCW ETF TRUST | $25M | 635,012 |
| 2 | FRANKLIN TEMPLETON ETF TR | $18M | 668,482 |
| 3 | SIMPLIFY EXCHANGE TRADED FUN | $17M | 343,050 |
| 4 | WORLD GOLD TR | $15M | 165,427 |
| 5 | J P MORGAN EXCHANGE TRADED F | $14M | 259,406 |
| 6 | SIMPLIFY EXCHANGE TRADED FUN | $13M | 430,361 |
| 7 | ISHARES TR | $11M | 117,052 |
| 8 | ISHARES TR | $5M | 107,142 |
| 9 | AMAZON COM INC | $5M | 23,975 |
| 10 | CANADIAN NAT RES LTD MED TER | $5M | 93,840 |
| 11 | CIENA CORP | $4M | 11,356 |
| 12 | APA CORPORATION | $4M | 102,774 |
| 13 | ISHARES TR | $4M | 85,717 |
| 14 | TARGA RES CORP | $4M | 14,038 |
| 15 | NETFLIX INC. | $3M | 35,647 |
| 16 | INVESCO EXCH TRADED FD TR II | $3M | 29,815 |
| 17 | COSTCO WHOLESALE CORPORATION | $3M | 3,271 |
| 18 | NVIDIA CORPORATION | $3M | 18,618 |
| 19 | FEDEX CORP | $3M | 8,999 |
| 20 | JOHNSON & JOHNSON | $3M | 12,478 |
| 21 | CENTERPOINT ENERGY INC | $3M | 69,940 |
| 22 | AMERICAN EXPRESS CO | $3M | 9,862 |
| 23 | ROIVANT SCIENCES LTD | $3M | 105,893 |
| 24 | BERKSHIRE HATHAWAY INC DEL | $3M | 6,116 |
| 25 | WALMART INC | $3M | 22,424 |
| 26 | CURTISS WRIGHT CORP | $3M | 4,004 |
| 27 | ELEMENT SOLUTIONS INC | $3M | 79,883 |
| 28 | BRIXMOR PPTY GROUP INC | $3M | 89,470 |
| 29 | EATON CORP PLC | $2M | 6,844 |
| 30 | MASTERCARD INCORPORATED | $2M | 4,711 |
| 31 | PACER FDS TR | $2M | 34,948 |
| 32 | CVS HEALTH CORP | $2M | 30,407 |
| 33 | TE CONNECTIVITY PLC | $2M | 10,433 |
| 34 | MERITAGE HOMES CORP | $2M | 33,060 |
| 35 | WARNER MUSIC GROUP CORP | $2M | 74,793 |
| 36 | ROBINHOOD MKTS INC | $2M | 26,118 |
| 37 | GLOBAL X FDS | $2M | 35,603 |
| 38 | BOSTON SCIENTIFIC CORP | $2M | 24,675 |
| 39 | TWILIO INC | $2M | 12,272 |
| 40 | AUTODESK INC | $1M | 5,231 |
| 41 | APPLE INC | $1M | 4,570 |
| 42 | VANECK ETF TRUST | $923k | 9,540 |
| 43 | INVESCO EXCH TRADED FD TR II | $846k | 3,559 |
| 44 | KINDER MORGAN INC DEL | $784k | 23,381 |
| 45 | EA SERIES TRUST | $761k | 6,545 |
| 46 | AT&T INC | $700k | 24,154 |
| 47 | ENBRIDGE INC | $649k | 11,994 |
| 48 | ALTRIA GROUP INC | $647k | 9,801 |
| 49 | SABA CAPITAL INCOME & OPRNT | $593k | 87,938 |
| 50 | GOLDMAN SACHS GROUP INC | $592k | 700 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.